Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Business Financial Services FBIZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$228K Buy
2025
Q2 		$80K Buy
2025
Q1 		$43K Buy
2024
Q4 		$28K Buy
2024
Q3 		$25K Buy
2024
Q2 		$11K Buy
2024
Q1 		$0 Buy